THE EXIT PLANNING SUMMIT
SUNSEEKER RESORT
CHARLOTTE HARBOR, FLORIDA
MAY 4-6, 2025
THE PREMIER CONFERENCE FOR ADVISORS DEDICATED TO ENHANCING BUSINESS VALUE AND ALIGNING PERSONAL AND FINANCIAL STRATEGIES FOR BUSINESS OWNERS.
Uncover Innovative Solutions, Build Deeper Relationships, and Share Transformational Experiences in
00
days00
hours00
minutes00
seconds"The Exit Planning Summit provides an invaluable opportunity to build community and deeply collaborate with like-minded peers who share a common goal: setting Business Owners free. Not only is it rich in incredibly relevant, high-value content, but also provides an invitation to immerse yourself in a living business transition. The Summit is now the pinnacle of my professional year — I am counting down the weeks until we get to do it all again in Charlotte Harbor in May 2025"
RENEE RUSSO
CEPA, CEO & Founder, Rise Up Business Coaching Ltd. Certified EOS Implementer
“Great conference! You have definitely validated my selection of EPI for my professional designation and have done a great job of promoting EPI and the CEPA credential. You definitely are practicing what you preach.”
MIKE MOFFITT
CEPA, ChFC
Thanks to our 2025 Partners
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